MimiVsJames美股即時策略分享 →
The author self-describes as a PhD economist and quantitative trading engineer at a large asset-management company, with interests in macroeconomics, data science and game theory. (Note: These credentials are self-reported)
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GeographyUnited States |
FormatNewsletter |
Cross-Asset Strategy
AI
Monetary Policy
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GeographyGlobal |
FormatLong-Form Report |
Growth
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Net Interest →
A weekly newsletter exploring financial companies, industry trends and the business models behind finance. Marc Rubinstein combines investment experience with historical context to explain developments across banking, fintech and investment management.
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GeographyDeveloped Markets |
FormatSubstack |
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Net Interest Extra →
Conversations with experts from across the field of finance hosted by me, Marc Rubinstein.
It is an independent, subscriber-supported finance podcast and is a companion podcast to the Net Interest newsletter.
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GeographyDeveloped Markets |
FormatPodcast |
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Northstar Macro →
Fictional source publishing concise central-bank event previews.
Sponsored
Fictional source — not a real research provider.
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GeographyGlobal |
FormatEvent Preview, Daily Note |
Monetary Policy
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Odd Lots →
Odd Lots explores how financial markets and the real economy work through conversations with investors, economists and industry specialists. Its discussions connect macroeconomic developments with the businesses, technologies and unusual stories shaping everyday economic life.
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GeographyGlobal |
FormatPodcast |
Monetary Policy
Global Trade - Supply Chains
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GeographyDeveloped Markets |
FormatData Series, Dashboard |
Growth
Labour Markets
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GeographyGlobal |
FormatDashboard, Data Series |
Growth
Labour Markets
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Paulo Macro on X →
Join just under 200k followers of Paulo Macro on X. "Speculation is the search for truth in price and time. Not investment advice - just personal views."
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GeographyEmerging Markets |
FormatX Posts |
Cross-Asset Strategy
Investor Sentiment
Liquidity
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PauloMacro’s Substack →
PauloMacro publishes global macro research connecting economic developments, liquidity, sentiment and positioning across financial markets. Best assessed as an evolving research diary: articles often build on earlier arguments, making continuity valuable. The author identifies developing his thinking, exchanging ideas and gathering reader feedback as central purposes of the publication.
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GeographyEmerging Markets |
FormatSubstack |
Cross-Asset Strategy
Investor Sentiment
Liquidity
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GeographyGlobal |
FormatLong-Form Report |
Global Trade - Supply Chains
Geopolitics
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PETITION →
Analysis and commentary on distressed companies, corporate restructuring, liability management and bankruptcy. Combines company case studies, financial-market context and curated links to explain corporate distress and its implications for investors and advisers.
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Geography— |
FormatSubstack |
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